CPAs often are frustrated when working with the IRS Independent Office of Appeals on their clients’ behalf. On Nov. 2, committee members from the American Institute of Certified Public Accountants met with the IRS to discuss their issues. The CPAs said there’s often a “disconnect” between Appeals Officers (AOs) and their decision-making superiors. Issue coordinators and managers usually don’t attend appeal meetings with CPAs and AOs, which can lead to “surprise outcomes” that seem inconsistent with appeal meeting discussions. This is particularly true in penalty cases. The IRS calls the problem a “training issue” and promises to devote more energy to onboarding AOs. Call or visit our website for more information! www.mjscpa.com/
